How Can I White-label an Agency Account?
This guide explains the steps to white-label your agency account for seamless branding and customization.
Step 1: Update Brand Information
- Customize your agency information by updating:
- Primary Contact: Ensure accurate contact details are mentioned on invoices.
- Brand Information: Add your logo, brand name, and favicon for rebranding.
- For detailed steps, see: [How do I update my Brand Information?]
Step 2: Connect a Custom Domain
- Add your custom domain to create a consistent branding experience for your clients.
- For detailed steps, see: [How do I Connect Custom Domain]
Step 3: Set up a Sender Email Address
- Set up and customize your email template as per your business needs
- Email SMTP Setup
- Set up SMTP sender details for seamless customer notifications.
- Email Templates
- Customize email templates to align with your brand & business needs
- For Detailed Steps, see: [How do I set up a sender email address?]
Step 4: Connect Your Stripe Account
- Integrate your Stripe account to enable automated payment processing for subscriptions and transactions.
- For detailed steps, see: [How do I connect my Stripe Account]
Step 5: Create Subscription Tiers
- Design and configure subscription tiers under pricing plans to automate customer subscriptions and payments.
- For detailed steps, see: [How do I set up Subscription Tiers?]